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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,007 | $81,331+147.1% | $155,534+29.2% | $80,935+148.4% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 13.93% | 33.37%-19.4pp | 64.92%-51.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $7,504 | $3,105+141.7% | $4,675+60.5% | $2,757+172.2% |
| Participant deferral / active EE | $6,649 | $3,454+92.5% | $5,630+18.1% | $4,299+54.7% |
| Admin fee / account holder | $3,482 | $7,999-56.5% | $15,900-78.1% | $6,924-49.7% |